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Lowe Brockenbrough & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lowe Brockenbrough & Co’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2
Closed -$297 – 331
2025
Q4 		$297 Buy
+2
New +$295 ﹤0.01% 330

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Lowe Brockenbrough & Co's ITOT Position: Q1 2026 in Review

Lowe Brockenbrough & Co sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 2 shares — an estimated $297 sold.

Lowe Brockenbrough & Co first reported a position in ITOT in Q4 2025 and held it in 1 quarter. The position peaked at $297 in Q4 2025. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Lowe Brockenbrough & Co reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 2 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $297.
  • Lowe Brockenbrough & Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and held it in 1 quarter.
  • Lowe Brockenbrough & Co's iShares Core S&P Total US Stock Market ETF position peaked at $297 in Q4 2025.
  • 1,623 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.